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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business and systems analysis within financial services, with a strong focus on SQL, Agile methodologies, and effective communication of complex concepts. Capable of managing project lifecycles, improving analysis practices, and collaborating with diverse stakeholders.
Highest-signal resume keywords
SQL QueryingAgile Development PracticesBusiness Requirements ElicitationFinancial Services ExperienceData Integration Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business AnalysisSystems AnalysisData MappingAcceptance Criteria DevelopmentAnalytical ThinkingProblem-SolvingRelational Database KnowledgeTest PlanningDocumentation StandardsTechnical Design Understanding
Soft Skills
CommunicationCritical JudgmentIndependent WorkPrioritizationCoaching
Tools & Technologies
Microsoft CopilotAtlassian RovoClaude CodeJIRAConfluencePower BIPower AutomatePower PlatformMicrosoft Fabric
Industry Keywords
Financial ConceptsInvestment ManagementValuationFee CalculationTradingReportingRetirement PlansFixed Income ProductsFunds of FundsSAFe Agile
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Serve as the primary liaison between Technology and the Separate Account and Trust Operations business
- Partner with business stakeholders, product owners, technology leads, engineers, quality engineers and delivery professionals
- Translate business needs into requirements, user stories, acceptance criteria, process flows, data mappings and specifications
- Maintain a prioritized, delivery-ready backlog with the Product Owner
- Shape technical designs and understand end-to-end system impacts
- Analyze technology, data and business-process issues using SQL to investigate accounting, valuation and reference data
- Partner on test planning, execution and defect resolution across system, integration, regression and user acceptance testing
- Participate in SAFe Agile ceremonies and contribute to release planning
- Support conversion and upgrade projects, new data feed onboarding and multi-platform integration efforts
- Use Microsoft Copilot, Atlassian Rovo and Claude Code for requirements analysis, documentation, data investigation, test preparation and delivery
- Manage delivery dates and coordinate with clients, business stakeholders and technology teams throughout the project lifecycle
- Improve analysis practices, documentation standards and tooling, and coach others
Requirements
What you’ll need- Bachelor's degree in Finance, Accounting, Computer Science, Information Systems, Engineering or a related field (or equivalent experience)
- 7+ years of business or systems analysis experience delivering technology change, ideally in financial services
- Understanding of financial concepts, metrics and business outcomes
- Experience eliciting and documenting business and functional requirements
- SQL and relational database knowledge, with hands-on experience querying and reconciling data
- Experience with Agile development practices and tools such as JIRA and Confluence
- Analytical thinking, critical judgment and structured problem-solving
- Ability to communicate complex business and technology concepts clearly
- Ability to work independently, manage competing priorities and exercise sound judgment
- Preferred: investment management or financial services experience, including valuation, fee calculation, trading and reporting
- Preferred: conversion, upgrade, data-feed and multi-platform integration experience in a SAFe Agile environment
- Preferred: familiarity with Test-Driven Development and CI/CD practices
- Preferred: understanding of retirement DB and DC plans, fixed income products and funds of funds
- Preferred: familiarity with Power BI, Power Automate, Power Platform and Microsoft Fabric
Benefits
Comp & perks- Market competitive base salaries, with a yearly bonus potential at every level
- Medical, dental, vision, life insurance, and disability insurance
- Paid Time Off (PTO)
- Leave of absences, including parental and military leave
- 401(k) plan with company match up to 4%
- Company-funded pension plan
- Wellness Programs, including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
- Work/Life Resources supporting parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
- Education Benefit for approved traditional college enrollment and many accredited certificate programs
- Employee Stock Purchase Plan: shares can be purchased at 85% of the lower of two prices
- Eligibility to participate in a discretionary annual incentive program
- Hybrid work arrangement